PSFG
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Prairie Sky Financial Group’s Caterpillar CAT Stock Holding History

Prairie Sky Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Buy
+585
New +$195K 0.12% 65
2025
Q1 		– Sell
-585
Closed -$212K – 74
2024
Q4 		$212K Hold
585
– – 0.13% 69
2024
Q3 		$229K Buy
+585
New +$202K 0.13% 74
2024
Q2 		– Sell
-585
Closed -$214K – 81
2024
Q1 		$214K Buy
+585
New +$187K 0.13% 76

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prairie Sky Financial Group's CAT Position: Q2 2025 in Review

Prairie Sky Financial Group opened a new position in Caterpillar (CAT) in Q2 2025: 585 shares worth $227K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings. This is a return to the name: Prairie Sky Financial Group previously reported a position in CAT as recently as Q4 2024.

Prairie Sky Financial Group first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. The position peaked at $229K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Prairie Sky Financial Group held 585 shares of Caterpillar worth $227K as of Q2 2025.
  • Caterpillar was a new Prairie Sky Financial Group position in Q2 2025.
  • Caterpillar made up 0.12% of Prairie Sky Financial Group's portfolio in Q2 2025, its #65 holding.
  • Prairie Sky Financial Group first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • Prairie Sky Financial Group's Caterpillar position peaked at $229K in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.